Description: This article provides an update on various legislative and regulatory activities including, allowing individual variable annuities, federal standard for fiductiary responsibitlity with respect to pensions, policy loan interest rate and credit insurance issues.

Description: Practitioners in the pension field have come to recognize that there are four broad sub-specialties: small plans also known as tax-shelters, larger corporate plans, governmental plans, and Taft-Hartley jointly trusteed programs. Knowledge and even expertise in one specialty is not necessarily transferable to the others.

Description: Article The Pensions Scene In Canada by Ezra in The Actuary, September 1978, Volume 12, Number 7

Description: This article discusses funding flat-benefit pensions and suggests steps to address what will likely be a future underfunded plan.

Description: On the eve of dissemination of an interim report by the President’s Commission on Pension Policy, The New York Times has printed four articles May 18-21 entitled “The Pension Tangle.” This addresses the first of this quartet, regarding the threat of inflation to the private pension system.

Description: Describes changes to the detailed funding rules for defined benefit pension plans found in the regulations of the various federal and provincial acts in Canada.

Description: Portability of pension benefits allows an employee to maintain pension benefits as he leaves one company and joins another. Advocates of portability point approvingly to the way Social Security - a portable pension plan - handles employee mobility. In their view, the private pension system would be fairer to participants and close a gap in pension coverage if it had more portability.

Description: This presentation starts with a panelist discussing three frameworks that exist in the asset allocation area: The asset only framework, the asset-liability framework, and the asset-liability-sponsor framework. The panelist then explains why he believes that the asset-liability-sponsor is the only correct framework. From the Record of the Society of Actuaries Vol. 18, No. 4B.

Description: This presentation is about recent developments in federal regulation of pension investments including, the Department of Labor Enforcement Program, legislative initiatives to tax pension funds, social initiatives for pension assets and other late developments. From the Record of the Society of Actuaries Vol. 19, No. 1A.

Description: 1993 SOA Spring Meeting, San Diego. This session is about nonqualified plan issues including funding, Secular Trusts, Rabbi Trusts, trends in plan design, and ERISA excess plans.